Configuring Conflict Settings for Case/Patient

Conflict Checking is a feature that helps users ensure the appointments they schedule meet certain parameters set by the Business EntityA Business Entity (BE) typically represents a unit of business within a given database. The business can be an Ambulatory Surgery Center (ASC), a physician's practice, an Anesthesia Billing unit, etc. Whether or not a BE is related to another BE within the same database is simply based on the business relationship between the two entities. They can be an ASC/Practice Management combination or an ASC/Anesthesia Billing combination, for example. BEs, whether related or not, typically have separate Federal Tax ID numbers. by marking key fields as SuggestedSuggested fields are those which should be completed with valid information. However, you can still save an appointment even if these fields are not satisfied. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Suggested fields are highlighted in yellow in the application. or MandatoryMandatory fields are those which much be completed with valid information before an appointment is saved. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Mandatory fields are highlighted in red in the application.. Conflict Checking alerts the user in real time during scheduling about issues related to the patient, physician or other personnel, or case that need correcting, or informs users that the appointment cannot be scheduled. For more information, see About Conflict Checking.

This topic provides instructions for configuring how Conflict Checking handles issues related to the case and/or patient.

To configure Conflict Settings for Case/Patient:

1. Open the Administration module.

2. Click the Conflict Checking Sheet Bar optionConflict Checking Sheet Bar option under the Configuration heading. The Conflict Checking Configuration screenConflict Checking Configuration screen  appears.

   

   

3. From the Conflict Checking Sheet Bar, select Case/Patient under the Conflict Settings heading.  The Case/Patient Conflict Settings screenCase/Patient Conflict Settings screen appears, with separate grids for the Case and the Patient. Each grid  displays the following columns:

   

4. • ConflictConflict (also known as a "Conflict Checkpoint")

     Description of the conflict checks that may be automatically checked by the system. Also known as "Conflict Checkpoints."

   • Level of AlertLevel of Alert

     Designates the type of alert generated by a Conflict. Levels are:

     • Not Allowed (designates a field as MandatoryMandatory fields are those which much be completed with valid information before an appointment is saved. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Mandatory fields are highlighted in red in the application.).
     • Alert User and Report (designates a field as SuggestedSuggested fields are those which should be completed with valid information. However, you can still save an appointment even if these fields are not satisfied. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Suggested fields are highlighted in yellow in the application.)
     • Report Only (field is not visually marked, but user is alerted upon saving)
     • Disregard (system ignores the conflict).

   • Alert Staff/WGAlert Staff/WG 

     Lists either the user or work group that should receive a system task if a conflict exists. If you leave this field blank, any user will receive the visual alert and pop-up upon saving indicating there is a conflict with this field. Lookup for this field will be controlled by the radio buttons above it:

     • User:  Looks up active entries in the Passport dictionary.

     • Work Group: Looks up active entries in the Work Group dictionary.

4. (Optional) You can customize the wording for each Conflict CheckpointAny of a number of potential Conflicts the system checks for when the Conflict Checker runs during the Scheduling process. Examples include: missing fields or unavailable resources such as equipment or rooms. to use terminology more familiar to your staff. (e.g. Change “Charge(s) for patient under collection turnover” to “New appointment cannot be scheduled until aging amounts are paid”) Click herehere to learn how.

   Select the Conflict you wish to reword.

   Click the green plus sign next to Custom Text above the Conflict Column.

   Enter the new text.

   To undo your changes and return to the original system text, click the minus sign icon.

    

5. Select the Level of Alert for each Conflict Checkpoint listed. The available Levels of Alert include:

 

6. To have the system automatically generate a task to resolve the Conflict assigned to a user or workgroup:

7. 1. Select Alert User and Report or Report Only as the Level of Alert

   2. Select either the User or Work Group radio button (above the grid), and select a specific User or Work Group from the drop-down list in the Alert User/WG column.

      • The task appears on the User Desktop for the selected User or Work Group members.

      • If you select Alert User and Report, and leave the Alert User/WG column blank, no system task will be generated, but any user who encounters a conflict on the field while scheduling will receive the pop-up notification of the conflict upon saving the appointment.

   3. To remove a User or Work Group, select the item and click the minus sign icon.

7. When you assign a due date to a task, the User or Workgroup you selected will receive a system-generated task with the due date. Supervisors will receive an follow-up e-mail Message notification if a task is not completed by the due date.

To assign a due date to a task:

1. • Complete the process described in step 6 to auto-generate a system task for the Conflict.

   • Enter a value in the # Days to Alert field  for the Conflict  using the up and down arrows.

   • Select the Alert supervisor check box. If this option is not selected for a task, no due date will be displayed in the Conflict Checking Alert.

8. For each Conflict in both the Case and Patient sections, repeat steps 4 - 7.

9. Click one of the following buttons:

   • SaveSave

     Apply the Conflict Settings you selected.

   • Reset to DefaultReset to Default

     Clear all changes made during this session and return the page to “factory defaults."

   • CancelCancel

     Do not save the changes made during this session.

   • BackBack

     Return to the System Administration main page without saving your selections.

   Related Topics

   1. About the User Desktop

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